See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 4-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,151 | $159,901-84.9% | $146,958-83.6% | $145,922-83.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 13.60% | 98.13%-84.5pp | 418.34%-404.7pp | 561.29%-547.7pp |
| Employer contribution / active EE | $18 | $5,286-99.7% | $4,933-99.6% | $4,660-99.6% |
| Participant deferral / active EE | $750 | $8,428-91.1% | $8,070-90.7% | $6,688-88.8% |
| Admin fee / account holder | $79 | $15,044-99.5% | $12,998-99.4% | $13,397-99.4% |